E69 - Crusoe

What if the best way to power AI isn’t expanding the grid, but moving compute to where energy is cheapest? Today, we’re looking at Crusoe - the company turning wasted and stranded energy into an edge for high-performance computing. With a fresh $1.375 billion Series-E round and a valuation topping $10 billion, they’re quickly becoming a key player in the infrastructure behind the AI boom.